See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 3-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,616 | $68,719-30.7% | $91,541-48.0% | $84,808-43.9% |
| Participation rate | 71.3% | 64.5%+6.8pp | 69.8%+1.5pp | 68.3%+3.0pp |
| Annual return | 22.33% | 19.12%+3.2pp | 20.50%+1.8pp | 40.90%-18.6pp |
| Employer contribution / active EE | $4,582 | $1,920+138.7% | $2,505+82.9% | $2,631+74.1% |
| Participant deferral / active EE | $7,317 | $3,136+133.3% | $4,008+82.6% | $4,212+73.7% |
| Admin fee / account holder | $776 | $5,786-86.6% | $6,956-88.9% | $7,344-89.4% |